Brian
Foecke
Eagle Strategies LLC
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About this Advisor
Brian Foecke is a financial advisor working in Burlington, Iowa with 2 years of industry experience. Foecke is an advisor for Eagle Strategies LLC. Foecke has gained experience at New York Life Insurance Company, Legacy Retirement Solutions, LLC and Eagle Strategies LLC. Foecke has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa and Texas. Eagle Strategies LLC is an advisory business based in New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It has $17 billion in total assets between its 87,580 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are held by high-net-worth investors who have more than $1 million in assets. Eagle Strategies LLC has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically vary depending on which service is offered. However, fees billed by Eagle Strategies LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$16,667,263,900
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,392
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
87,580
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$190,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brian Foecke Work History
Brian has been registered as a financial advisor for 2 years.*
Eagle Strategies LLC
New York Life Insurance Company
Legacy Retirement Solutions, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Foecke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Tacoma, WA
Roseville, CA
Chicago, IL
Fairfax, VA
Matthews, NC
Monroe, LA
Lincoln, NE
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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